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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS AND ANN ASSN OF AM Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $589 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,678 | $89,370-1.9% | $141,197-37.9% | $72,976+20.1% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 17.59% | 111.88%-94.3pp | 71.41%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $3,375 | $3,115+8.3% | $4,736-28.7% | $2,440+38.3% |
| Participant deferral / active EE | $5,538 | $5,419+2.2% | $6,710-17.5% | $3,608+53.5% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |